Services

Bookkeeping Services

  • Chart of accounts tailored to your nonprofit industry.
  • Defined process that ensures every dollar you spend gets accounted for.
  • Timely financials so you can make informed decisions.
  • Cash or accrual financials. We have you covered.

Accounting Services

  • Assist your staff with understanding financial reports.
  • Forecasts of income, expenses, and cash flows for future insight.
  • Leverage data to understand future financial impact of current business decisions.
  • Audit-ready financials to show funders great financial stewardship.

Bill-Pay & Invoicing

  • Manage all your business payments from any device.
  • Pay and get paid 2x faster WITH increased security.
  • Auditable internal controls that keep you compliant.
  • Automate payments and sync to your system instantly.
  • Dedicated support when the unexpected happens.

Payroll Services

  • Full-service payroll across all 50 states.
  • Employee self onboarding and servicing in 3x the speed.
  • Direct deposit to get employees paid fast & securely.
  • Suite of HR tools and support to give you an HR Department, without the cost of HR Department.

Budgeting Services

  • Proven 7-step process to prepare your annual budget.
  • Understand the true cost of your programs to ask funders for exactly the amount you need.
  • Detailed budgets to help your funders understand their ROI.
  • Diversify your revenue sources and GROW your programs.

Software Selection & Implementation

  • Expertise to choose the best software for you.
  • Get up and running quickly and easily with our help.
  • Tech Stack chosen specifically for nonprofits.
  • Discounted Rates on Quickbooks software for life.

CFO Advisory Services

  • Incorporation services to help get your org up and running.
  • Internal controls to educate your staff, and protect yourself.
  • Financial policies to maintain best practices.
  • Dashboards of KPI’s to move from hindsight to insight.
  • Suite of financial and non-financial tools to increase efficiency and deliver better services.

Tax Services

  • Federal and State Form 990s for gov’t compliance.
  • Tips to showcase your impact to funders.
  • Penalty abatement services if you’ve found yourself in a tight spot for a good reason.
  • Tax consulting and Unrelated Business Income Tax advice.

100% Satisfaction Guarantee

We offer a no questions asked, 90 Day Moneyback Guarantee on all monthly services.

(Yep. Seriously. That’s how certain we are you’ll love what we have to offer to you .)